A SimplePBJ alternative built around the review.

A payroll export, an agency workbook, and a correction from a department lead can describe the same quarter in different ways. A useful PBJ workspace should make it possible to identify what came from each source and explain how it became a submitted record.

EasyPBJ accepts CSV, TSV, XLSX, and XLS files. It retains original file evidence and source-row references while you review the interpretation. AI can suggest mappings; your team confirms them before adding records. When a column or date is ambiguous, the workflow asks for clarification instead of treating the first plausible answer as a confirmed mapping.

File import is not a direct payroll-system connection, and file extensions alone do not establish compatibility. Start with the payroll CSV and Excel preparation guide and check whether your exports contain the detail your filing needs. Keep real payroll files inside the authorized private workflow.

Matching the grand total is useful, but it does not prove that every employee and date is correct. In a hypothetical example, an extra eight-hour record for one employee and a missing eight-hour record for another leave the total unchanged. A reviewer needs the detail behind the number.

These are the questions to try in our sample and a competitor demo. SimplePBJ also describes saved mappings, validation, and audit notes in its Pro overview. Those categories are shared capabilities. EasyPBJ’s case rests on how its guided review fits your team and budget, rather than a claim that other products lack an audit trail.

EasyPBJ gives facility members separate roles in a shared workspace. A preparer can work through source records while a reviewer checks the supporting evidence and decisions. The exported package includes the workbook and audit information that explain the filing.

For consultants, one account can access several client facilities. Each facility keeps its own records, team permissions, and subscription. That supports a shared working method without combining unrelated clients’ payroll data. It is not pooled billing or an organization-wide staffing comparison dashboard.

Use the PBJ review checklist to agree on the handoff: what the preparer supplies, what the reviewer checks, and which questions must be resolved before export.

For a screen-by-screen walkthrough, read switching from SimplePBJ, step by step.

Download the free PBJ software switching checklist (CSV). Use it with one facility and one complete quarter before expanding to more facilities.

1. Keep your history. Save authorized exports, mappings, filed revisions, and CMS reports from the old system before access ends. Confirm your existing cancellation and retention terms.
2. Use the original source files. Gather supported payroll and agency spreadsheets and a confirmed employee-ID crosswalk. EasyPBJ does not promise a direct transfer of a SimplePBJ project or a payroll integration.
3. Compare a private draft. In your authorized EasyPBJ facility workspace, confirm mappings and reconcile by source, employee, work date, and role. Investigate differences against the originals; the old total is a comparison point, not proof of accuracy.
4. Have someone check the differences. Record the reason and evidence for each correction. If useful, request the $49 consultant review for written findings and one follow-up check.
5. Choose one approved submission. Name the submitter, approve the exact revision and intended action, then retain the iQIES result. A comparison draft does not need to be sent to CMS.

Example: if the new draft is eight hours higher than the previous total, compare the underlying employee and date before changing anything. It could be a duplicate agency record or legitimate hours missing from the earlier draft. Close the difference with evidence, not an adjustment made just to match.

Start with the free sample to learn the workflow without uploading payroll. Then check the supported file layouts and software and optional review costs.

1. Your source formats. Confirm you can obtain supported payroll and agency exports with usable employee IDs, work dates, hours, and job information. Do not assume a previous vendor’s project or PBJ XML file transfers directly.
2. Your historical evidence. Keep the original files, mappings, exported filings, and CMS reports you need from the previous system. A new workspace does not automatically recreate that history.
3. Your review process. Identify who confirms mappings and resolves exceptions. Test the handoff with the people who will actually prepare and review the filing.
4. Your submission owner. Choose your authorized facility submitter. EasyPBJ prepares the reviewed file; your submitter uploads it in iQIES and checks the CMS result.
5. Your timing. Leave time to check imports and compare results before retiring the old workflow. Preparing a comparison does not require submitting the same filing twice.

If your priority is published staffing comparisons, SimplePBJ Essentials offers free public-data benchmarking. That is different from a filing-preparation subscription. If you need staffing forecasts and submission through SimplePBJ, evaluate its Pro product and the facility access requirements.

If your immediate job is bringing payroll and agency records through a documented review, explore EasyPBJ. Its free sample lets you inspect example records, review findings, and filing documents without creating an account. The sample demonstrates the process; it does not prove compatibility with your actual exports or a real CMS acceptance.

Follow a record through the EasyPBJ sample, then compare the EasyPBJ and SimplePBJ subscription costs. EasyPBJ’s $149 quarterly price gives your team a clear recurring cost for the workflow you have evaluated. Check the current terms and submission options before setting up your facility.